Charter Financial Planning is wholly owned by the National Mutual Life Association of Australasia Ltd (NMLA) and is a member of the global AXA group (an international financial services organisation).
Charter Financial Planning is one of Australia’s leading financial planning organisations and has been operating since 1996. Charter Financial Planning holds an Australian Financial Service Licence for providing both personal and general advice and can offer a range of financial services that are listed within this FSG.
Charter Financial Planning is a principal member of the Financial Planning Association (FPA) and as such, Charter Financial Planning and their financial advisers have adopted the FPA’s Code of Ethics and rules of professional conduct.
Charter Financial Planning Limited ABN 35 002 976 294
Licence No. 234665
Level 9 750 Collins Street, Docklands, Victoria 3008
